This position is responsible for building and analyzing client portfolios as well as conducting manager due diligence and monitoring investment manager performance. The PM will also provide support to the Chief Investment Strategist (CIS) and Legacy Client Advisors in providing support for new business development initiatives (from an investment perspective) and contributing to the ISM’s overarching manager research and asset allocation activities. You will play an integral part in ensuring our clients’ assets are always aligned with their personal objectives.
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